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I have a 1099-R from John Hancock Life Insurance Co. Searching for "John Hancock" only shows "Hancock Whitney Bank." How do I enter my information? Thank you!

 
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1 Reply
DanaB27
Expert Alumni

I have a 1099-R from John Hancock Life Insurance Co. Searching for "John Hancock" only shows "Hancock Whitney Bank." How do I enter my information? Thank you!

You can enter your 1099-R manually if you cannot find your financial institute to import the form. Please follow these steps:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. On the "Let's import your tax info" screen click "Change how I enter my form"
  5. On the "How do you want to enter your 1099‑R?" screen click "Type it in myself"
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